Our client is seeking an Assistant Manager to join their Operations and Business Support team, focusing on CRS/FATCA reporting. This full-time position involves managing the day-to-day responsibilities associated with CRS/FATCA compliance for client entities, ensuring all reporting obligations across jurisdictions are met. You will support the Senior Manager in implementing and maintaining the CRS/FATCA framework, serving as the main point of contact for Jersey-based client-facing teams and providing assistance to other offices as needed.
Job Duties:
- Act as the primary contact for Jersey-based client-facing teams regarding CRS/FATCA queries and serve as a secondary resource for other offices.
- Conduct periodic and ad-hoc entity classifications, ensuring the Acumen database is accurately updated and informing the client-facing teams of necessary actions.
- Review outgoing self-certification forms and W-8BEN-E forms to ensure compliance with the entity’s classifications recorded in Acumen, providing feedback as necessary.
- Review incoming self-certification forms and address queries, approving the checklist and task to confirm the validity of self-certifications.
- Monitor the accuracy of CRS/FATCA payments recorded in Acumen bookkeeping ledgers, resolving related queries as needed.
- Organise, monitor, and internally report on missing self-certification reports.
- Assist with data audits and prepare information for annual CRS and FATCA report submissions, contributing to ongoing data maintenance.
- Train client-facing staff and identify areas where they may need additional support.
- Provide coverage for colleagues during absences and assist with ad-hoc project work related to CRS/FATCA framework maintenance and implementation.
Job Requirements:
- Minimum of 3 years’ experience in a relevant role.
- Attainment of a relevant professional qualification.
- Strong communication skills with the ability to build relationships across the business.
- Sound understanding of industry best practices concerning CRS/FATCA reporting.
- Proficient in Microsoft Office and intermediate Excel skills.
- Highly organised with a keen attention to detail and accuracy in data handling.
- Strong analytical capabilities.
- Team player with the ability to work independently when required.
What You’ll Love:
Our client fosters a collaborative and professional environment where every team member is valued. They are committed to diversity, ensuring an inclusive workplace that supports your growth and development. You can expect a supportive culture that encourages ongoing training and professional development opportunities.
Assistant Manager, Operations & Business Support employer: Itchyfeet Recruitment Agency
Itchyfeet Recruitment Agency is an excellent employer, offering a dynamic work environment where collaboration and operational efficiency are at the forefront. Employees benefit from a supportive culture that prioritises professional growth and continuous improvement, making it an ideal place for those seeking meaningful and rewarding employment in the UK.
Contact Details:
Itchyfeet Recruitment Agency Recruitment Team
